Auto,
That balance looks pretty good to me.
This much is obvious:
1. Nothing beats conventional.
2. Nothing beats liquids, conventional or non.
3. Shale has value, but it is ( absent a TO or asset sale) longer term. Especially dry gas.
Shale gas value will be considerably enhanced if major moves in. BG is there now through DLS SH. Another entry will light the fuse.
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